Integrate Your Workflow on Nanonets

We would like to prepare a Personalised Demo just for your use case

Your request has been received, we will reach out to you shortly with a personalized demo on your provided email address.
Oops! Something went wrong while submitting the form.

Livechat + Salesforce: Nanonets Integrations

Automate Workflows on Nanonets with Salesforce and Livechat

Nanonets AI analyzes chat content, scores lead quality, determines urgency, and identifies the most relevant sales rep skills.

Qualified leads are assigned automatically to Salesforce reps based on availability and matching skill set.

Personalized AI Customer Engagement

Streamline customer engagement through AI-powered personalization. Deliver targeted communications and services automatically with Salesforce integration.

New customer interaction detected

Analyzes conversation content, identifies preferences, predicts needs, and suggests personalized responses and actions.

Updated Case

Triggers when a case is updated.

Trigger
Custom Trigger

Listens for a custom event defined in Salesforce.

Trigger
Updated Contact

Triggers when a contact is updated.

Trigger
Updated Opportunity

Triggers when an opportunity is updated.

Trigger
Updated Lead

Triggers when a lead is updated.

Trigger
New Event

Triggers when a new event is scheduled.

Trigger
New Task

Triggers when a new task is created.

Trigger
New Lead

Triggers when a new lead is created.

Trigger
New Case

Triggers when a new case is opened.

Trigger
New Opportunity

Triggers when a new opportunity is created.

Trigger
New Contact

Triggers when a new contact is added.

Trigger
Update Contact

Updates an existing contact in Salesforce.

Action
Attach File

Attaches a file to a record in Salesforce.

Action
Custom Action

Performs a custom action defined by Salesforce API.

Action
Delete Record

Deletes a record from Salesforce.

Action
Add Note

Adds a note to a record in Salesforce.

Action
Convert Lead

Converts a lead into a contact, account, and opportunity.

Action
Send Email

Sends an email from Salesforce.

Action
Update Opportunity

Updates an existing opportunity in Salesforce.

Action
Assign Task

Assigns a task to a user in Salesforce.

Action
Log Call

Logs a phone call with a contact or lead.

Action
Update Case

Updates an existing case in Salesforce.

Action
Update Lead

Updates an existing lead in Salesforce.

Action
Create Event

Schedules a new event in Salesforce.

Action
Create Task

Creates a new task in Salesforce.

Action
Create Case

Creates a new case in Salesforce.

Action
Create Opportunity

Creates a new opportunity in Salesforce.

Action
Create Lead

Creates a new lead in Salesforce.

Action
Create Contact

Creates a new contact in Salesforce.

Action
Visitor Tagged

Triggers when a tag is added to a visitor.

Trigger
File Uploaded

Triggers when a file is uploaded in a chat.

Trigger
Visitor Untagged

Triggers when a tag is removed from a visitor.

Trigger
Agent Unassigned

Triggers when an agent is unassigned from a chat.

Trigger
Agent Assigned

Triggers when an agent is assigned to a chat.

Trigger
Chat Transferred

Triggers when a chat is transferred to another agent.

Trigger
New Message Received

Triggers when a new message is received.

Trigger
Visitor Banned

Triggers when a visitor is banned.

Trigger
Chat Ended

Triggers after a chat has ended.

Trigger
New Chat Started

Triggers when a new chat begins.

Trigger
Close Chat

Closes an ongoing chat session.

Action
Set Chat Custom Field

Sets a custom field value for a chat.

Action
Update Visitor Info

Updates the information of a visitor.

Action
Send File

Sends a file to the visitor in a chat.

Action
Untag Visitor

Removes a tag from a visitor.

Action
Create Ticket

Creates a support ticket from a chat.

Action
Tag Visitor

Adds a tag to a visitor.

Action
Unban Visitor

Unbans a visitor, allowing them to start chats.

Action
Assign Agent

Assigns an agent to a chat.

Action
Transfer Chat

Transfers a chat to another agent.

Action
Ban Visitor

Bans a visitor from starting new chats.

Action
Unassign Agent

Unassigns an agent from a chat.

Action
Send Message

Sends a message to a chat.

Action
Load more
Updated Case

Triggers when a case is updated.

Trigger
Custom Trigger

Listens for a custom event defined in Salesforce.

Trigger
Updated Contact

Triggers when a contact is updated.

Trigger
Updated Opportunity

Triggers when an opportunity is updated.

Trigger
Updated Lead

Triggers when a lead is updated.

Trigger
New Event

Triggers when a new event is scheduled.

Trigger
New Task

Triggers when a new task is created.

Trigger
New Lead

Triggers when a new lead is created.

Trigger
New Case

Triggers when a new case is opened.

Trigger
New Opportunity

Triggers when a new opportunity is created.

Trigger
New Contact

Triggers when a new contact is added.

Trigger
Update Contact

Updates an existing contact in Salesforce.

Action
Attach File

Attaches a file to a record in Salesforce.

Action
Custom Action

Performs a custom action defined by Salesforce API.

Action
Delete Record

Deletes a record from Salesforce.

Action
Add Note

Adds a note to a record in Salesforce.

Action
Convert Lead

Converts a lead into a contact, account, and opportunity.

Action
Send Email

Sends an email from Salesforce.

Action
Update Opportunity

Updates an existing opportunity in Salesforce.

Action
Assign Task

Assigns a task to a user in Salesforce.

Action
Log Call

Logs a phone call with a contact or lead.

Action
Update Case

Updates an existing case in Salesforce.

Action
Update Lead

Updates an existing lead in Salesforce.

Action
Create Event

Schedules a new event in Salesforce.

Action
Create Task

Creates a new task in Salesforce.

Action
Create Case

Creates a new case in Salesforce.

Action
Create Opportunity

Creates a new opportunity in Salesforce.

Action
Create Lead

Creates a new lead in Salesforce.

Action
Create Contact

Creates a new contact in Salesforce.

Action
Visitor Tagged

Triggers when a tag is added to a visitor.

Trigger
File Uploaded

Triggers when a file is uploaded in a chat.

Trigger
Visitor Untagged

Triggers when a tag is removed from a visitor.

Trigger
Agent Unassigned

Triggers when an agent is unassigned from a chat.

Trigger
Agent Assigned

Triggers when an agent is assigned to a chat.

Trigger
Chat Transferred

Triggers when a chat is transferred to another agent.

Trigger
New Message Received

Triggers when a new message is received.

Trigger
Visitor Banned

Triggers when a visitor is banned.

Trigger
Chat Ended

Triggers after a chat has ended.

Trigger
New Chat Started

Triggers when a new chat begins.

Trigger
Close Chat

Closes an ongoing chat session.

Action
Set Chat Custom Field

Sets a custom field value for a chat.

Action
Update Visitor Info

Updates the information of a visitor.

Action
Send File

Sends a file to the visitor in a chat.

Action
Untag Visitor

Removes a tag from a visitor.

Action
Create Ticket

Creates a support ticket from a chat.

Action
Tag Visitor

Adds a tag to a visitor.

Action
Unban Visitor

Unbans a visitor, allowing them to start chats.

Action
Assign Agent

Assigns an agent to a chat.

Action
Transfer Chat

Transfers a chat to another agent.

Action
Ban Visitor

Bans a visitor from starting new chats.

Action
Unassign Agent

Unassigns an agent from a chat.

Action
Send Message

Sends a message to a chat.

Action
Load MoreCollapseContact Us To Explore More
Updated Case

Triggers when a case is updated.

Trigger
Custom Trigger

Listens for a custom event defined in Salesforce.

Trigger
Updated Contact

Triggers when a contact is updated.

Trigger
Updated Opportunity

Triggers when an opportunity is updated.

Trigger
Updated Lead

Triggers when a lead is updated.

Trigger
New Event

Triggers when a new event is scheduled.

Trigger
New Task

Triggers when a new task is created.

Trigger
New Lead

Triggers when a new lead is created.

Trigger
New Case

Triggers when a new case is opened.

Trigger
New Opportunity

Triggers when a new opportunity is created.

Trigger
New Contact

Triggers when a new contact is added.

Trigger
Update Contact

Updates an existing contact in Salesforce.

Action
Attach File

Attaches a file to a record in Salesforce.

Action
Custom Action

Performs a custom action defined by Salesforce API.

Action
Delete Record

Deletes a record from Salesforce.

Action
Add Note

Adds a note to a record in Salesforce.

Action
Convert Lead

Converts a lead into a contact, account, and opportunity.

Action
Send Email

Sends an email from Salesforce.

Action
Update Opportunity

Updates an existing opportunity in Salesforce.

Action
Assign Task

Assigns a task to a user in Salesforce.

Action
Log Call

Logs a phone call with a contact or lead.

Action
Update Case

Updates an existing case in Salesforce.

Action
Update Lead

Updates an existing lead in Salesforce.

Action
Create Event

Schedules a new event in Salesforce.

Action
Create Task

Creates a new task in Salesforce.

Action
Create Case

Creates a new case in Salesforce.

Action
Create Opportunity

Creates a new opportunity in Salesforce.

Action
Create Lead

Creates a new lead in Salesforce.

Action
Create Contact

Creates a new contact in Salesforce.

Action
Visitor Tagged

Triggers when a tag is added to a visitor.

Trigger
File Uploaded

Triggers when a file is uploaded in a chat.

Trigger
Visitor Untagged

Triggers when a tag is removed from a visitor.

Trigger
Agent Unassigned

Triggers when an agent is unassigned from a chat.

Trigger
Agent Assigned

Triggers when an agent is assigned to a chat.

Trigger
Chat Transferred

Triggers when a chat is transferred to another agent.

Trigger
New Message Received

Triggers when a new message is received.

Trigger
Visitor Banned

Triggers when a visitor is banned.

Trigger
Chat Ended

Triggers after a chat has ended.

Trigger
New Chat Started

Triggers when a new chat begins.

Trigger
Close Chat

Closes an ongoing chat session.

Action
Set Chat Custom Field

Sets a custom field value for a chat.

Action
Update Visitor Info

Updates the information of a visitor.

Action
Send File

Sends a file to the visitor in a chat.

Action
Untag Visitor

Removes a tag from a visitor.

Action
Create Ticket

Creates a support ticket from a chat.

Action
Tag Visitor

Adds a tag to a visitor.

Action
Unban Visitor

Unbans a visitor, allowing them to start chats.

Action
Assign Agent

Assigns an agent to a chat.

Action
Transfer Chat

Transfers a chat to another agent.

Action
Ban Visitor

Bans a visitor from starting new chats.

Action
Unassign Agent

Unassigns an agent from a chat.

Action
Send Message

Sends a message to a chat.

Action
Load MoreCollapseContact Us To Explore More
Seamless Ingestion
Intelligent Extraction
Data Enrichment made easy
Smart Decision Engines
Flexible Export Options
Flexible Export Options

Heading Automate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.

Automated Analytics Reporting Workflow

Schedule a demo
Streamline analytics by integrating AI to automatically generate and update Salesforce reports, enhancing data-driven decision-making with real-time insights.

New Data Entry Event

AI analyzes customer data, identifying trends, generating insights, and compiling customized reports for strategic review.

Automated Salesforce Lead Assignment

Automatically generate visual reports and dashboards in Salesforce, reflecting the latest analytics for immediate access.

Streamline your lead management by leveraging AI to auto-qualify and assign leads from Livechat to Salesforce, improving conversion rates and sales team performance.

Seamless Ticketing Livechat Salesforce Integration

Analyzes conversation context, extracts key issues, prioritizes based on urgency, and formats data for Salesforce.

Seamless Ticketing Livechat Salesforce Integration

Create and categorize new ticket in Salesforce with relevant conversation details, ensuring accurate tracking.

Streamline customer service with AI-driven ticket creation from Livechat in Salesforce, improving response times and customer experience.

Salesforce provides CRM solutions that help businesses manage customer data, track engagements, and deliver personalized experiences.

Explore how Nanonets AI integrates with Salesforce and Livechat

Nanonets AI analyzes chat content, scores lead quality, determines urgency, and identifies the most relevant sales rep skills.

Qualified leads are assigned automatically to Salesforce reps based on availability and matching skill set.

Personalized AI Customer Engagement

Streamline customer engagement through AI-powered personalization. Deliver targeted communications and services automatically with Salesforce integration.

New customer interaction detected

Analyzes conversation content, identifies preferences, predicts needs, and suggests personalized responses and actions.

New Data Entry Event
AI analyzes customer data, identifying trends, generating insights, and compiling customized reports for strategic review.
Automatically generate visual reports and dashboards in Salesforce, reflecting the latest analytics for immediate access.
New lead in Livechat
Nanonets AI analyzes chat content, scores lead quality, determines urgency, and identifies the most relevant sales rep skills.
Qualified leads are assigned automatically to Salesforce reps based on availability and matching skill set.
New customer interaction detected
Analyzes conversation content, identifies preferences, predicts needs, and suggests personalized responses and actions.
Automated personalized messages and service recommendations sent to the customer via Salesforce.
New Livechat message
Nanonets AI analyzes chat content, structures data fields, and prepares them for CRM record updates.
Nanonets AI analyzes chat content, structures data fields, and prepares them for CRM record updates.
New Livechat conversation started
Analyzes conversation context, extracts key issues, prioritizes based on urgency, and formats data for Salesforce.
Create and categorize new ticket in Salesforce with relevant conversation details, ensuring accurate tracking.
Seamless Ingestion
Intelligent Extraction
Data Enrichment made easy
Smart Decision Engines
Flexible Export Options
Flexible Export Options

Heading Automate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.

Automated Analytics Reporting Workflow

Schedule a demo
Streamline analytics by integrating AI to automatically generate and update Salesforce reports, enhancing data-driven decision-making with real-time insights.

New Data Entry Event

AI analyzes customer data, identifying trends, generating insights, and compiling customized reports for strategic review.

Automated Salesforce Lead Assignment

Automatically generate visual reports and dashboards in Salesforce, reflecting the latest analytics for immediate access.

Streamline your lead management by leveraging AI to auto-qualify and assign leads from Livechat to Salesforce, improving conversion rates and sales team performance.

Seamless Ticketing Livechat Salesforce Integration

Analyzes conversation context, extracts key issues, prioritizes based on urgency, and formats data for Salesforce.

Seamless Ticketing Livechat Salesforce Integration

Create and categorize new ticket in Salesforce with relevant conversation details, ensuring accurate tracking.

Streamline customer service with AI-driven ticket creation from Livechat in Salesforce, improving response times and customer experience.

Salesforce provides CRM solutions that help businesses manage customer data, track engagements, and deliver personalized experiences.

uncover new possibilities

Contact us to enhance your workflows today

Start your automation journey today

Build Workflows within minutes

Use natural language to create and run workflows that interact with all your apps and data.

Connect with your documents, apps and databases
Create workflows using natural language
Read information, write data, and perform actions in your apps and databases.

Seamless App Integrations

Connect your apps, databases and documents to create unified workflows that automate manual tasks.

Connects with your documents, apps and databases
Real time data sync between data sources
Create workflows that perform in-app tasks for you

Use AI within Workflows

Build and use custom LLMs to write texts, post responses and execute RAG workflows within apps.

Create a custom LLM using your data
Train on custom data sources - Emails, Support Tickets, Customer Databases and more
Create workflows and chatbots using custom LLMs

Livechat + Salesforce: Nanonets Integrations

Nanonets AI analyzes chat content, scores lead quality, determines urgency, and identifies the most relevant sales rep skills.

Qualified leads are assigned automatically to Salesforce reps based on availability and matching skill set.

Personalized AI Customer Engagement

Streamline customer engagement through AI-powered personalization. Deliver targeted communications and services automatically with Salesforce integration.

New customer interaction detected

Analyzes conversation content, identifies preferences, predicts needs, and suggests personalized responses and actions.

Salesforce

Salesforce provides CRM solutions that help businesses manage customer data, track engagements, and deliver personalized experiences.

Related Categories
Tags
Tags
Tags

Livechat

LiveChat enables seamless integration for immediate customer communication and effective support through a website interface.

Learn More
Help
Related Categories
Tags
Tags
Tags

Heading Automate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.

Automated Analytics Reporting Workflow

Schedule a demo
Streamline analytics by integrating AI to automatically generate and update Salesforce reports, enhancing data-driven decision-making with real-time insights.

New Data Entry Event

AI analyzes customer data, identifying trends, generating insights, and compiling customized reports for strategic review.

Automated Salesforce Lead Assignment

Automatically generate visual reports and dashboards in Salesforce, reflecting the latest analytics for immediate access.

Streamline your lead management by leveraging AI to auto-qualify and assign leads from Livechat to Salesforce, improving conversion rates and sales team performance.

Seamless Ticketing Livechat Salesforce Integration

Analyzes conversation context, extracts key issues, prioritizes based on urgency, and formats data for Salesforce.

Seamless Ticketing Livechat Salesforce Integration

Create and categorize new ticket in Salesforce with relevant conversation details, ensuring accurate tracking.

Streamline customer service with AI-driven ticket creation from Livechat in Salesforce, improving response times and customer experience.

Salesforce provides CRM solutions that help businesses manage customer data, track engagements, and deliver personalized experiences.

HeadingAutomate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.
Illustration

HeadingAutomate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.
Illustration

HeadingAutomate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.
Illustration

HeadingAutomate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.
Illustration

HeadingAutomate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.
Illustration

HeadingAutomate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.
Illustration
gdpr, soc2, hipaa compliant

Data security is our top priority

Nanonets prioritises the confidentiality and integrity of your data. As a testament to our commitment, we adhere to stringent compliance standards, including GDPR, SOC 2, and HIPAA. Privacy Policy

Livechat + Salesforce: Nanonets Integrations

Salesforce
Livechat
business use cases

Automated Analytics Reporting Workflow

Streamline analytics by integrating AI to automatically generate and update Salesforce reports, enhancing data-driven decision-making with real-time insights.

New Data Entry Event

AI analyzes customer data, identifying trends, generating insights, and compiling customized reports for strategic review.

Automated Salesforce Lead Assignment

Automatically generate visual reports and dashboards in Salesforce, reflecting the latest analytics for immediate access.

Streamline your lead management by leveraging AI to auto-qualify and assign leads from Livechat to Salesforce, improving conversion rates and sales team performance.

ai integrations

New lead in Livechat

Nanonets AI analyzes chat content, scores lead quality, determines urgency, and identifies the most relevant sales rep skills.

Qualified leads are assigned automatically to Salesforce reps based on availability and matching skill set.

Personalized AI Customer Engagement

Streamline customer engagement through AI-powered personalization. Deliver targeted communications and services automatically with Salesforce integration.

New customer interaction detected

Analyzes conversation content, identifies preferences, predicts needs, and suggests personalized responses and actions.

uncover new possibilities

Contact us to enhance your workflows today

Trusted by 10,000+ customers across the globe